Client Financial Advisor - Toa Payoh

apartmentJust Recruit Singapore Pte Ltd placeToa Payoh scheduleFull-time calendar_month 

Our client, a reputable bank in the Central Region, is seeking a Client Financial Advisor to provide personalised financial planning services that help clients achieve their financial goals. This full-time role offers a chance to build meaningful client relationships and deliver tailored financial solutions.

What You’ll Do:

  • Conduct comprehensive financial assessments to understand client needs and goals
  • Develop customised financial plans covering investments, insurance, and wealth management
  • Present and guide clients through financial recommendations and implementation
  • Maintain strong client relationships and proactively address evolving needs
  • Stay updated on industry trends and regulations to provide effective advice
  • Collaborate with internal teams to ensure a seamless client experience
  • Contribute to the growth and success of the financial planning business

Who We’re Looking For:

  • No experience required—fresh graduates are welcome!
  • Strong problem-solving and analytical skills
  • Self-motivated and able to work independently and in teams
  • Committed to excellent client service and compliance
  • Financial certifications (CMFAS) are advantageous

What’s Offered:

  • Competitive salary with performance-based incentives
  • Comprehensive training and career development
  • Supportive and collaborative work environment
  • Flexible work arrangements promoting work-life balance
  • Excellent employee benefits including medical coverage and retirement plans
  • Salary: $3,200–$4,000 basic (based on experience) + $300 fixed allowance + monthly commissions + quarterly bonuses!

Fely Seah Yan Hui (R2198783)

Recruitment Consultant

Just Recruit Singapore Pte Ltd (EA12C6295)

starFeatured

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